How to Use the Daftra MCP in VS Code Copilot

Q: How does my team get started with Daftra and VS Code Copilot?

One person creates a .vscode/mcp.json file in the project root and adds the Daftra MCP server config from Vinkius. Once that file is committed to git, the entire team will have access to the tools in Copilot Chat.

Q: Can we add new clients to Daftra directly from VS Code Copilot?

Yes, the server includes a createclient tool. This lets your developers use Copilot to write and test the code that adds new clients to your Daftra ERP system.

Give your whole team access to Daftra data inside VS Code. Copilot can now pull live ERP context into your shared codebase.

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Connect Daftra MCP to VS Code Copilot

Create your Vinkius account to connect Daftra to VS Code Copilot and route execution through our secure gateway. The platform manages server hosting, runtime updates, and security layers. Configuration requires no manual server provisioning.

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Setup Daftra with VS Code Copilot

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A shared Daftra context for your team

The real power here is the shared configuration. Add this MCP Server to the `.vscode/mcp.json` file and commit it to your repository. Now every developer on the team gets the same set of Daftra tools in Copilot, automatically. This ends the guesswork. No more passing around Postman collections or stale API docs. When Copilot uses `list_clients` or `get_invoice_details`, everyone is working from the same live data structure, which kills a whole class of integration bugs.

Let Copilot draft your internal apps

Your team is building an internal dashboard. A developer can open Copilot Chat and say, "scaffold a page that lists all clients." The agent will use the `list_clients` tool from this server to generate working code that includes real data. This provides a massive head start. You can do the same for financial views using `list_invoices` and `list_expenses`. Instead of starting from a blank file, your team starts with functional components connected to your live Daftra data.

Standardize your Daftra integration

This MCP server creates a standard library for interacting with Daftra. Everyone on the team uses the same `search_clients_by_name` and `create_client` tools, ensuring your application interacts with the API consistently. When a developer needs to check system settings, they don't have to search a wiki. They can just ask Copilot to run `get_site_metadata`. The answer is immediate and comes directly from the source of truth.

Setup guide

Set up Daftra MCP in VS Code Copilot

Prerequisites

VS Code 1.99 or later with GitHub Copilot extension
Active Vinkius subscription with a valid endpoint token

1

Open MCP configuration

Open the Command Palette (Cmd+Shift+P / Ctrl+Shift+P) and run "MCP: Add Server". Select HTTP (Streamable) as the server type. VS Code will create .vscode/mcp.json in your workspace.
2

Add the Daftra MCP

Paste the JSON snippet shown on the right into your .vscode/mcp.json. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Switch to Agent mode

Open Copilot Chat (Cmd+Shift+I / Ctrl+Shift+I) and switch to Agent mode using the dropdown. MCP tools are only available in Agent mode — they do not appear in Edit or Ask modes.
4

Verify the connection

In the Copilot Chat input, type # to list available tools. You should see the Daftra tools listed. Try asking: "List my recent Daftra transactions" and Copilot will invoke them automatically.

.vscode/mcp.json

{
  "mcpServers": {
    "daftra-mcp": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

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Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Daftra. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.

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Common questions about Daftra MCP in VS Code Copilot

One person creates a `.vscode/mcp.json` file in the project root and adds the Daftra MCP server config from Vinkius. Once that file is committed to git, the entire team will have access to the tools in Copilot Chat.

Yes. Switch Copilot Chat to Agent mode and ask it to "get the details for invoice INV-123." The agent uses the `get_invoice_details` tool to fetch all the line items, tax info, and payment history.

Yes. The server is managed by Vinkius in a zero-trust environment. The connection uses your organization's auth token, and the whole system respects VS Code's enterprise security and compliance standards.

Yes, the server includes a `create_client` tool. This lets your developers use Copilot to write and test the code that adds new clients to your Daftra ERP system.

Access is strictly limited. The server only fetches the client profiles or invoice summaries that your agent requests for a specific task. Vinkius processes each request in a new, isolated sandbox, so your Daftra credentials are never exposed to the editor.

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